Sr. Product Manager, Wealth Management

Charles Schwab CorporationWestlake, TX
62dOnsite

About The Position

At Schwab, you are empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together. We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work onsite in one the specified locations. Schwab's Wealth Management Products & Platforms team is seeking a Senior Product Manager to be responsible for developing and implementing new digital user experiences and data integrations to support our digital advice platforms. The Product Manager will coordinate with cross-functional business partners including Agile Scrum teams and will oversee the implementation of a product roadmap that will enhance Schwab's advised and managed investing offerings. Members of the team who are highly successful demonstrate the ability to manage the product lifecycle, think creatively, develop recommendations that are data driven/fact-based, deliver results in a matrixed organization and have the flexibility and maturity to handle various situations. This role is for individuals with a bias for action and who are detail oriented.

Requirements

  • 5-7 years of product management / product development within financial services
  • Experience implementing digital experiences using Agile development practices leading multiple teams as Product Manager

Nice To Haves

  • Experience with Wealth Management is preferred
  • Self-starter with strong organizational and creative problem-solving skills
  • A positive attitude, solid work ethic, and excellent communication and interpersonal skills
  • Ability to make decisions and progress in the face of ambiguous and at times overlapping priorities
  • High level of comfort with technology
  • Knowledge of Schwab products, services and support systems is a plus
  • Bachelor and post graduate degrees are a plus

Responsibilities

  • Develop and implement Schwab's scalable and automated Portfolio Transition Capability in partnership with Schwab Asset Management, Technology, Offer and Legal & Compliance
  • Collaborating with other Product Managers in Digital Wealth Platforms and technology leads and architects
  • Build a product roadmap to articulate and drive the priorities
  • Create a release plan in coordination with the scrum team and other lines of business
  • Manage development efforts and technology scrum teams: writing user stories, refining the backlog, and working with other teams
  • Define test plans and acceptance criteria and oversee end to end testing
  • Provide timely and proactive production support to users

Benefits

  • In addition to the salary range, this role is also eligible for bonus or incentive opportunities.

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What This Job Offers

Job Type

Full-time

Career Level

Mid Level

Number of Employees

5,001-10,000 employees

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